Learn How to Master the Virtual World

Join us for this 4-Part Technology Series and gain all the skills and confidence you need to navigate the virtual world. Presented by CEO and Founder of Mind Surface, Matthew Gray.

Workshop #1: Conducting Business in a Virtual World – Technology 101

· Understand common tooling and digital terminology

· Conduct a online meeting with clients

· Provide a quality virtual experience

· Thrive during the current pandemic

Wednesday June 9, 2021 – 12 p.m. – 1 p.m. Eastern time

Workshop #2: Bringing Technology Into Relationships – You’re Not a Robot

· Use technology to enhance my skills not replace them

· Reduce administrative load through tooling automation

· Provide a seamless experience when dealing with clients

· Mobile vs. Laptop/Desktop experience

Wednesday June 16, 2021 – 12 p.m. – 1 p.m. Eastern time

Workshop #3: Dos and Don’ts of Communicating Digitally – Cyber Security

· Understand security in a digital environment

· Protect my clients information

· Protect my own information

· What IT products I should be using

Wednesday June 23, 2021 – 12 p.m. – 1 p.m. Eastern time

Workshop #4: Technology Takeover – Mastering the Digital World

· Control what the world sees about you and your business

· Automate, automate, automate (from email to meetings to lead gen)

· Manage data entry for all applications from a single place

· Make your mobile work for you

Wednesday June 30, 2021 – 12 p.m. – 1 p.m. Eastern time

Attend all 4 sessions and earn:

4 hours Life License CE (ON, BC, SK)

4 hours RIBO Personal Skills

4 hours FP Canada (Practice Management)

4 hours Alberta Insurance Council (Life & General)

4 hours Manitoba (Life and/or A&S)

Space is Limited!

IFB Members: $49 + tax | Non-members: $99 + tax